earnings
confidence high
sentiment positive
materiality 0.80
Exelon Q4 adj EPS $0.59 vs $0.64 YoY; FY25 $2.77; FY26 guide $2.81-$2.91
EXELON CORP
- Q4 2025 GAAP EPS $0.58, adj EPS $0.59; full-year adj EPS $2.77 ($2.50 YoY).
- FY 2026 adj EPS guidance $2.81-$2.91, over 6% growth from 2025; 5-7% CAGR through 2029.
- $41.3B four-year capital plan; $3.4B equity financing plan ($850M/yr) with 82% of 2026 needs hedged.
- Quarterly dividend declared $0.42/share, payable March 13, 2026.
- Rate case wins: ComEd $243M revenue increase, BGE $77M under-collections, ACE $54M increase.